IGM vs SPY

AIGM

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,889IGM · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common44.0%IGM and SPY

IGM

SPY

iShares Expanded Tech Sector ETF · $10.4BState Street SPDR S&P 500 ETF · $805B

+31.2%3 years · per year$22,573 · $18,174+22.0%

+14.7%5 years · per year$19,889 · $17,099+11.3%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

0.16%12-mo yield$16 · $103 on $10k1.03%

−19.8%Worst dropSmaller wins−8.9%

26.9%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGM · SPY

10.1%AAPL7.7%

8.2%NVDA7.3%

10.3%MSFT6.2%

4.4%GOOGL2.6%

Held in common44.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGM vs SPY

IGM

iShares Expanded Tech Sector

$19,889

SPY

SPDR S&P 500

$17,099

MeasureIGMSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield0.16%1.03%

5 years, per year+14.7%+11.3%

3 years, per year+31.2%+22.0%

Worst drop · 1Y−19.8%−8.9%

Volatility · 1Y26.9%13.6%

4–2measures won
SPY first

44.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IGM, SPY

Today

44.0%most shared, IGM and SPY

IGMSPY

IGM—44.0%

SPY44.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IGM$16 − $37 = −$21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee